‘Rich people don’t have a lottery mindset,’ says CEO who interviewed 100 millionaires—what they do differently

"Wealthy people don't have a 'lottery mindset,'" says CEO and podcaster Trey Lockerbie, who has interviewed more than 100 millionaires.

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‘Don’t end up in a lopsided portfolio.’ Here’s what advisors say to do if you’re worried about tech exposure

Big companies stocks slid after last week's earnings reports, and experts say it's an opportunity to better diversify your investments.

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House Democrats call for action on Social Security reform. What that could mean for your benefits

Democrats are seeking to bring a bill to enhance Social Security benefits up for a vote on the House floor

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U.S. economy continues to shrink and many aren’t prepared for an economic downturn. Here’s what advisors are telling clients as recession fears grow

As the U.S. economy shrinks for a second straight quarter, many aren't prepared for an economic downturn. Here's what advisors

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Millennials’ average net worth more than doubled during the pandemic. Here’s what advisors say they should do next

Millennials' average net worth more than doubled during the pandemic, and real estate makes up more than one-third of their

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